CGFAX Mutual Fund

CGFAX Mutual Fund

NAV$83.98
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Returns Overview

1 Month
-3.89%
3 Months
-0.12%
6 Months
+3.00%
YTD
+4.90%
1 Year
+4.63%
3 Years (annualized)
+24.18%
5 Years (annualized)
+8.60%
10 Years (annualized)
+15.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGFAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.90%
Peer Avg (YTD)
+5.23%
vs Peers
-0.33%

CGFAX Mutual Fund Performance

CGFAX performance across multiple time periods: 1-month -3.89%, YTD 4.90%, 1-year 4.63%, 3-year 24.18%, 5-year 8.60%, 10-year 15.17%.

CGFAX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

CGFAX vs another fund shows side-by-side returns. CGFAX alternatives are available in the Mutual Fund Screener.